News & Knowledge
Featured Articles
Knowledge
Criminal conviction for promoting an investment without an AFSL demonstrates what can happen when you ignore the law
MARQ Trustees write about a NSW criminal conviction serving as a reminder about the consequences of acting without an AFSL.
Knowledge
Do I need an AFSL if I raise money?
Usually, yes. The financial services rules were introduced to regulate the raising of money and promote transparency and accountability in financial transactions. They generally apply to anyone who is raising money by whatever means.
Glossary and Terminology
Knowledge
18th April 2024
This article provides a list of terms and definitions related to wholesale funds management in Australia.
Property with Purpose: The Intention Sumner Social Investment Fund
Clients
11th February 2025
MARQ Trustees is proud to announce its role as Trustee of the Intention Sumner Social Investment Fund. The Fund makes real asset investments that aim to provide investors with attractive, risk-considered returns, whilst delivering a positive social impact.
MARQ Trustees acts as trustee in acquisition of Melbourne Place hotel
Clients
29th January 2025
MARQ Trustees is pleased to announce its role as trustee for the Russell Street Hotel Fund in the successful acquisition of Melbourne Place, a boutique hotel located in the heart of Melbourne's CBD.
Conscious Investment Management delivers measurable impact in 2024
Clients
17th October 2024
MARQ Trustees is proud to share the 2024 Impact Report from our client, Conscious Investment Management (CIM).
Conscious Investment Management grows partnership with Liverty Housing to provide further SDA residences
Clients
9th July 2024
MARQ Trustee’s impact investment client Conscious Investment Management (CIM) has purchased a further 44 Specialist Disability Accommodation (SDA) housing assets in partnership with Liverty Housing.
Atlantis’ launch of the Australian Fisheries Investment Trust
Clients
13th June 2024
MARQ Trustees is providing trustee, custody, fund administration, unit pricing and unit registry services to the Australian Fisheries Investment Trust of which Atlantis Fisheries Consulting Group is the Investment Manager.
Bayley Stuart Funds Management acquires 628 Bourke St Melbourne
Clients
13th June 2024
MARQ Trustees has supported Bayley Stuart’s 628 Bourke St Fund by providing its full suite of fund administration, unit pricing and registry services.
Conscious Investment Management partners with Greening Australia to acquire and restore Australian landscapes
Clients
16th May 2024
MARQ Trustees’ client Conscious Investment Management (CIM) has partnered with environment not-for-profit Greening Australia to deliver biodiverse environmental planting projects across Australia.
MARQ Trustees’ client Clean Energy Transfer Fund at the forefront of renewable energy
Clients
4th April 2024
MARQ Trustees is providing AFSL services to the Clean Energy Transfer Fund.
MARQ Trustees provides AFSL services to Lowe Living’s LGH Investment Fund #15
Clients
5th February 2024
MARQ Trustees is providing AFSL services to Lowe Living’s LGH Investment Fund #15, offering investment in their South Melbourne development, Emerald Place.
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